New Oriental
195 hedge funds and large institutions have $3.95B invested in New Oriental in 2015 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 14 closing their positions.
500% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 14
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
60% more capital invested
Capital invested by funds: $2.47B → $3.95B (+$1.48B)
55% more funds holding
Funds holding: 126 → 195 (+69)
29% more call options, than puts
Call options by funds: $46.1M | Put options by funds: $35.7M
2.32% more ownership
Funds ownership: 77.45% → 79.78% (+2.3%)
0% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 50
Top Buyers
Top Sellers
| 1 |
Dodge & Cox
San Francisco,
California
|
-$109M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$67.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$46.5M |
| 4 |
Lazard Asset Management
New York
|
-$45.1M |
| 5 |
Neuberger Berman Group
New York
|
-$38.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Capital Fund Management (CFM)
Paris,
France
| – | -$1.14M | -56,463 | Closed |
|
|
ST
202
Spot Trading
Chicago,
Illinois
| – | -$550K | -19,536 | Closed |
|
|
GC
203
Guggenheim Capital
Chicago,
Illinois
| – | -$372K | -18,382 | Closed |
|
|
BCM
204
Bluefin Capital Management
New York
| – | -$323K | -16,000 | Closed |
|
|
MTIM
205
Marathon Trading Investment Management
Radnor,
Pennsylvania
| – | -$447K | -15,868 | Closed |
|
206
Simplex Trading
Chicago,
Illinois
| – | -$64.7K | -2,297 | Closed |
|
|
IRS
207
Invictus RG (Singapore)
Singapore
| – | -$31K | -1,544 | Closed |
|
|
FPFS
208
First Personal Financial Services
Charlotte,
North Carolina
| – | -$3K | -126 | Closed |
|
EDU Hedge Fund Activity: Q4 2015 in Review
195 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2015, worth a combined $3.95B — up 60% from $2.47B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new EDU positions and 14 closed out — a net gain of 70 holders — while 50 added to existing stakes and 50 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $105M. The largest seller was Dodge & Cox, cutting an estimated $109M.
- 195 institutional investors held New Oriental (EDU) as of Q4 2015, up from 126 in Q3 2015.
- Funds reported $3.95B of New Oriental stock for Q4 2015, up 60% quarter-over-quarter.
- 84 funds opened new New Oriental positions in Q4 2015 and 14 closed out, a net change of +70 holders.
- The largest New Oriental buyer in Q4 2015 was Acadian Asset Management, an estimated $105M added.
- The largest New Oriental seller in Q4 2015 was Dodge & Cox, an estimated $109M sold.
Based on aggregated 13F filings for Q4 2015.